Client trends December 2020:
Varied concerns as the curtain draws on the strangest of years
The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Ready for negative interest rates?
Investors are used to rock-bottom interest levels, but now the prospect of negative rates is coming into view – necessitating a wholesale review of many people’s financial strategies.
Client trends June 2020:
HNWIs move to get ahead in wealth stakes before things heat up
Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.
Client trends May 2020:
Cash and clients in motion amid a period of reflection
Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.
Client Trends November 2019: Pension tax panics – HNWIs ponder pension concerns
Retirement planning is back in the spotlight, with those approaching the lifetime contribution limit and women expressing concerns in particular. Elsewhere, savers are losing their patience with rock-bottom interest rates.
Kleinwort Hambros: Bringing together two of private banking’s most venerable brands
Kleinwort Hambros, the firm formed following the acquisition Kleinwort Benson by Societe Generale in 2016 and its subsequent merger with SGPB Hambros, is experiencing a rise in client numbers off the back of low interest rates, global uncertainty and Brexit concerns.
What is the difference between a wealth manager, an investment manager & a private bank?
At findaWEALTHMANAGER.com we try to find you the wealth manager that’s right for you. We understand perfectly well, though, that for most people this isn’t […]
Top 6 biases wealth managers
say investors must avoid
Investors often face a battle to remain rational, rather than emotional, in their decisions. Here, top wealth managers and wealth management experts explain the behavioural […]
Why do wealthy investors choose Asia Private Bank?
High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities […]